David Poole is a financial advisor with RJFS . He is passionate about empowering individuals to live more meaningful lives by aligning financial decisions with personal values and long-term goals.
As a Certified Kingdom Advisor (CKA®), Dave integrates biblical principles with professional financial expertise to help ensure each client’s financial plan reflects what matters most to them and their family. He takes the time to understand their unique goals and delivers tailored strategies in areas such as portfolio management, retirement planning (IRAs, 401(k)s), estate planning, education savings (529 plans) and more. His mission is to preserve clients’ wealth while guiding them toward long-term success rooted in faith and stewardship.
With over 20 years of experience in the financial services industry, Dave holds both a Bachelor of Arts degree and a master’s degree from Lincoln Christian University. He has also earned multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® certification (CFP®), Accredited Asset Management Specialist (AAMS®) and Certified Kingdom Advisor (CKA®) through rigorous certification processes.
Originally from Altoona, Iowa, Dave is actively involved in his community, volunteering with organizations such as World Relief, Youth Hope and local food banks. Outside of his professional and volunteer work, he enjoys traveling, fishing and playing guitar. Dave and his wife, Michelle, are active members of their church and community and take pride in their two children, Jaden and Micah.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.